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AI brief of an SEC Form 8-K · Roku (ROKU)

Roku Q2 2026 revenue rises 22% to $1.35 billion; net income $164 million

Positive Impact 3 of 5 earnings Written later

Roku reported second-quarter 2026 total net revenue of $1.35 billion, up 22% from a year earlier, and net income of $164 million, compared with $10.5 million in the same quarter of 2025. The company will not hold an earnings call or provide a financial outlook because of its pending acquisition by Fox Corporation, announced June 15, 2026. For shareholders, revenue and profit both grew, but the absence of guidance means no company forecast is available for coming quarters.

Key points

  • Platform revenue was $1.22 billion, up 25% year over year, with Advertising at $673 million and Subscriptions at $548 million.
  • Net income was $164 million, or $1.08 per diluted share, versus $10.5 million, or $0.07 per diluted share, in Q2 2025.
  • Devices revenue was $134 million, down 1% year over year; Devices gross margin of 20.1% included an IEEPA tariff refund.
  • No earnings call or financial outlook, due to the pending acquisition by Fox Corporation announced June 15, 2026.

The filing

CompanyRoku (ROKU)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:12 PM ET
Accession number0001628280-26-054321

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.